BRITE AP ProcessingBRITE AP Processing
Super User TrainingSuper User Training
November 19, 2007 November 19, 2007
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Have fun and enjoy the opportunities we have to contribute to SBBC’s future success!
Please turn off or silence cell phones and pagers
Please do not read or send email messages during class time
Respect those speaking and asking questions by keeping side discussions to a minimum
Please do not interrupt the person speaking We will start, break, and end on time All unanswered questions will be placed in
the “Parking Lot” and answers will be distributed later
Welcome and Ground RulesWelcome and Ground Rules
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ConceptsConcepts
DemonstrationDemonstrationss
ExercisesExercisesBRITE BRITE
Classroom MaterialsClassroom Materials
(Let Me)(Let Me)
(Tell Me)(Tell Me)
(Show Me)(Show Me)
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At the end of this course, you should be able to:
Describe the various methods for obtaining and receiving
Goods
Create Requisitions and Transfer Postings
Perform various SAP functions required for school/ location-
based procurement, inventory management, and invoice
processing
Perform display and reporting transactions
Search for information pertaining to a Project and WBS
Elements.
Course ObjectivesCourse Objectives
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SAP Basic Navigation and Fundamentals:SAP Basic Navigation and Fundamentals:Getting Into SAPGetting Into SAP
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BRITEBRITE
What is BRITE?
Broward Innovative Tool for Education, will streamline Broward’s business systems
It provides staff with access and real-time data in the latest version of the SAP software.
BRITE brings one business system to Broward Schools. BRITE is a project of the Enterprise Resource Planning
Department, ERP.
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Click this button to
Access the BRITE Portal
SAP BRITE WebsiteSAP BRITE Website
www.broward.k12.fl.us/erpwww.broward.k12.fl.us/erp
For end users, SAP will now be accessed through the web. On Windows-based computers, you will access SAP in Internet
Explorer. There will be a button to access SAP on the ERP Department web
page:
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Logging Into the BRITE PortalLogging Into the BRITE Portal
User Login ID
Entry format = P00012345
• 8 digits starting with the letter p
• Personnel Number 12345
• If personnel number is less than
8 characters, then add leading zero(s)
Password (first time users only)
Entry format= JA021956
• MM = first 2 letters of birth month (JA)
• DD = 2-digit birth day (02)
• YYYY = 4-digit year of birth (1956)
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Initial Password SelectionInitial Password Selection
You will click here to change your password
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Portal AssistancePortal Assistance
Select “Get Support” to
Request a New Password
If you have trouble logging into the Portal, select “Get Support”.
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BRITE Portal ScreenBRITE Portal Screen
Single sign on access to systems you need to do your work, including SAP (that means one password!)
Tabs in the Portal screen will be customized based on the user’s role All users will have access to the Home and Employee Self Service
(ESS) tabs
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SAP Access via the BRITE PortalSAP Access via the BRITE Portal
You will select this tab
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AP ObjectivesAP Objectives
– Master Data – Coding String, Vendor Series, PO Series• Display vendor master (XK03)
– Enter & Edit Purchase Order Invoices:• PO invoice (MIR0)
– Standard (4508) , Framework (7508)• Park PO Invoice (MIR7)
– Invoice Overview (MIR6)– Cancel Invoice (MR8M)
– Enter & Edit Non-PO Invoices (FB60)• Non-po credit memo (FB65)• Park Non-PO Invoice (FV60)• Non-po credit memo (FV65)• Display/Change Parked Document (FBV3)
– Post Parked Documents (FBV0)
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AP ObjectivesAP Objectives
– Invoice Upload (Non-PO invoices)– Display AP information
• Vendor Line Items (FBL1N)• Display your invoices (ZFAP_APDOCLIST)• Display Check Register (FCHN)
– Display Purchase Order (ME23N)– Display Purchase Order by Vendor (ME2L)– Specialized AP Transactions
• Vendor Clear (F-44)• Post with Clearing – Retainage (F-51)
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Vendor SeriesVendor Series
TYPE OF VENDOR
– Prime Vendors– Ordering Address– Alt Payee &Permitted
Payees– Employees– Students
NUMBER RANGE
– 100000– 200000– 300000
– 400000– 700000
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Display Vendor – XK03Display Vendor – XK03– Vendor 100024, Company Code SBBC, Purchasing Area SBBC
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TYPES of PO’sTYPES of PO’s
Standard (online receipt - contracted items)– 450800001X
Framework (open/blanket po)– 750800001x
Emergency po (used for hurricanes, etc.)– 410800001X
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Document Numbers in SAPDocument Numbers in SAP
Type of Document Number begins with Number of digits
GL Document 010000XXXX 9
Non PO Invoice 190000XXXX 10
Non PO Credit Memo 170000XXXX 10
MM 540000XXXX 10
PO Invoice/Credit Memo
540000XXXX 10
Check Number 0000010000XX 12
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Demonstration and ExerciseDemonstration and Exercise
Scenario: Enter an Invoice for a Standard PO
Transaction Code: MIRO
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Incoming Invoice for a Standard PO - MIROIncoming Invoice for a Standard PO - MIRO
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Incoming Invoice for a Standard PO - MIROIncoming Invoice for a Standard PO - MIRO
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PO Invoice Entry Screen - MIROPO Invoice Entry Screen - MIRO
Items are automatically populated when a standard PO # is entered above
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Demonstration and ExerciseDemonstration and Exercise
Scenario: Enter an Invoice for a Framework Invoice
Transaction Code: MIRO
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Demonstration and ExerciseDemonstration and Exercise
Scenario: Park an Incoming Invoice for a Standard PO
Transaction Code: MIR7
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Park Incoming Invoice for a Standard POPark Incoming Invoice for a Standard PO
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Park Incoming Invoice for a Standard POPark Incoming Invoice for a Standard PO
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Park Incoming Invoice for a Standard POPark Incoming Invoice for a Standard PO
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Park Incoming Invoice for a Standard POPark Incoming Invoice for a Standard PO
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Park Incoming Invoice for a Standard POPark Incoming Invoice for a Standard PO
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Completing a PO InvoiceCompleting a PO Invoice**Document number must be printed on the upper Document number must be printed on the upper right hand corner of the document. right hand corner of the document.
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Demonstration and ExerciseDemonstration and Exercise
Scenario: Park an Incoming Invoice for a Framework PO
Transaction Code: MIR7
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Park an Incoming Invoice Park an Incoming Invoice (Framework PO)(Framework PO)
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Park an Incoming Invoice Park an Incoming Invoice (Framework PO)(Framework PO)
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Park an Incoming Invoice Park an Incoming Invoice (Framework PO)(Framework PO)
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Park an Incoming Invoice Park an Incoming Invoice (Framework PO)(Framework PO)
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Park an Incoming Invoice Park an Incoming Invoice (Framework PO)(Framework PO)
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Completing a PO InvoiceCompleting a PO Invoice**Document number must be printed on the upper Document number must be printed on the upper right hand corner of the document. right hand corner of the document.
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Non PO Invoice – FB60Non PO Invoice – FB60
This section can be open (as displayed above) or closed.The folder with the acct assignment template displays a list of templates available for use.
Displays the vendorAddress information
Expense lines
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Available Funding for non-po invoicesAvailable Funding for non-po invoices
G/L---- ----55310000 Cost Ctr---2400096150 Fund-------1000 F/A---------5101000000000000
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Completing a Non-PO InvoiceCompleting a Non-PO Invoice**Document number must be printed on the upper Document number must be printed on the upper right hand corner of the document. right hand corner of the document.
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Run the report for Vendor 100004, Company Code SBBC
Vendor Line Item Display – FBL1NVendor Line Item Display – FBL1N
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Display AP Activity by User – ZFAP_APDOCLISTDisplay AP Activity by User – ZFAP_APDOCLIST